StockDriftsStockDriftsTop 50 JSF Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.62% | 129.5K | $97.0M | +1.79%(+2.28K) | $342.39(+127.50%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 10.94% | 1.44M | $67.9M | +35.29%(+375.38K) | $38.48(+22.23%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 10.27% | 714.8K | $63.8M | +6.41%(+43.08K) | $80.01(+17.89%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 6.16% | 886.2K | $38.2M | -0.61%(-5.46K) | $38.42(+16.68%) | 2026-06-30 | |
| IWY | ISHARES TR | 4.23% | 90.4K | $26.3M | +14.63%(+11.54K) | $200.91(+45.87%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.19% | 269.6K | $26.0M | +381.60%(+213.59K) | $85.40(+9.67%) | 2026-06-30 | |
| IWX | ISHARES TR | 4.06% | 239.5K | $25.2M | -14.41%(-40.33K) | $81.20(+38.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.84% | 82.5K | $23.9M | -0.47%(-392) | $107.01(+185.36%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.97% | 244.6K | $18.5M | +13.68%(+29.44K) | $65.69(+26.34%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.77% | 23.4K | $17.2M | -1.68%(-398) | $224.47(+226.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.14% | +52.65% | +9.13% | +54.80% |
| Top 20 Holdings Unweighted | +14.19% | +48.88% | +8.32% | +49.15% |
JSF Financial, LLC reports $632.16M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.6%), CGGR (10.9%) and AVDE (10.3%). The top 20 holdings account for 77.67% of reported assets. Its disclosed equity book has returned +52.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from JSF Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802224). View JSF Financial, LLC’s 13F filings on SEC